Categorized | Resources

Marsh Professional Group

What is Keeping You Up at Night?

By Yvonne Marsh, CPA

MarshProfessionalGroupIf you are anything like me, it seems like the world is moving at breakneck speed, and it is hard to keep up with the daily demands of life, much less ponder your and your family’s financial future. That is, until your head hits the pillow and the house is quiet. Then the uncertainties start to swirl in your mind:

  • Will I have enough money to send my kids to college?
  • Will we have enough money to live on if I or my husband can’t work because we get seriously injured?
  • Am I investing enough for retirement?
  • Is my “nest egg” invested wisely? What if I run out of money after I retire?
  • Should I buy long term care insurance? It seems expensive, but is it worth it?
  • What will I do if my spouse dies? Do we even have enough life insurance?

It’s a small miracle you get any sleep! But these are just a few of the nagging questions most of us ask ourselves on a frequent basis before our fast-paced lives push them to the back burner once again.

The solution, though, is easier, faster, and less expensive than you might think. At Marsh Professional Group, we have created a process we call building your “Financial Foundation.” It quickly zooms in on your current financial strengths and weaknesses so we can build on what you are doing well while strengthening any cracks in your foundation. Because we are CPA’s and also partner with an estate attorney, we can address your entire financial world with one comprehensive approach – from tax minimization and smart, conservative investment options to retirement planning, wills, and spousal survival, we provide the answers to all of your nagging questions. You are left with the certainty and peace of mind you and your family deserve.

As part of our “Financial Foundation” process, we create a unique custom binder that is yours to keep. It reflects your complete financial world – bank accounts, investments, debts, insurance policies, retirement plans, wills, and estate planning documents, just to name a few. Not only does it allow you to keep track of how you are doing, but just imagine what a relief it would be to a surviving spouse or adult children to have all of this information gathered in one spot and up to date.

We also provide a Survivor’s Checklist as an invaluable tool to help with the many financial decisions that must be made at the loss of a loved one. This is especially important for you wives and moms (and this includes me), because the fact is that most of us will outlive our spouses, requiring us to be the financial head of the household at some point in our lives, if we are not already.

Truly, building your “Financial Foundation” is an absolute necessity that no individual, couple, or family should live without.

To learn more, I encourage you to call me today. It’s time to put those financial worries to rest and get a good night’s sleep! You’ve earned it.

Marsh Professional Group, LLC
404 Ebenezer Road
Knoxville, TN 37923

Leave a Reply